Purchases and Sales Made in Q2 2023 in Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 VAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
793+ 5.24% |
$118K - $125K
|
15.9K
$3.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
777+ 7.77% |
$115K - $123K
|
10.8K
$2.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
760+ 2.75% |
$113K - $120K
|
28.4K
$5.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
758+ 25.42% |
$113K - $120K
|
3.74K
$725K
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
737New |
$109K - $116K
|
737
$143K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
730+ 61.86% |
$108K - $115K
|
1.91K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
715+ 1.16% |
$106K - $113K
|
62.6K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
712+ 1.15% |
$106K - $112K
|
62.6K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
690+ 9.63% |
$102K - $109K
|
7.85K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
686+ 6.59% |
$102K - $108K
|
11.1K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
680+ 8.45% |
$101K - $107K
|
8.73K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
669+ 1.18% |
$99.4K - $106K
|
57.2K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
660+ 12.23% |
$98K - $104K
|
6.06K
$1.17M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
660+ 12.23% |
$98K - $104K
|
6.06K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
656+ 1.04% |
$97.4K - $104K
|
63.5K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
653+ 0.51% |
$97K - $103K
|
130K
$25.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
616+ 1.9% |
$91.5K - $97.2K
|
33K
$6.4M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
616+ 1.9% |
$91.5K - $97.2K
|
33K
$6.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
613+ 1.34% |
$91.1K - $96.7K
|
46.5K
$9.02M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
603+ 6.16% |
$89.6K - $95.2K
|
10.4K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
601+ 19.16% |
$89.3K - $94.9K
|
3.74K
$725K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
597New |
$88.7K - $94.2K
|
597
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
596+ 5.86% |
$88.5K - $94.1K
|
10.8K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
572+ 2.07% |
$85K - $90.3K
|
28.2K
$5.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
569+ 0.13% |
$84.5K - $89.8K
|
422K
$81.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
567New |
$84.2K - $89.5K
|
567
$110K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
564+ 0.55% |
$83.8K - $89K
|
104K
$20.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
558+ 15.28% |
$82.9K - $88.1K
|
4.21K
$816K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
557+ 14.39% |
$82.7K - $87.9K
|
4.43K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
556+ 2.59% |
$82.6K - $87.8K
|
22K
$4.27M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
552+ 15.78% |
$82K - $87.1K
|
4.05K
$785K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
515+ 25.48% |
$76.5K - $81.3K
|
2.54K
$492K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
511+ 11.93% |
$75.9K - $80.7K
|
4.8K
$930K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
501+ 2.15% |
$74.4K - $79.1K
|
23.8K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
500+ 17.84% |
$74.3K - $78.9K
|
3.3K
$640K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
498+ 4.56% |
$74K - $78.6K
|
11.4K
$2.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
495+ 1.78% |
$73.5K - $78.1K
|
28.3K
$5.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
495New |
$73.5K - $78.1K
|
495
$96K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
492+ 7.9% |
$73.1K - $77.7K
|
6.72K
$1.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
484+ 6.39% |
$71.9K - $76.4K
|
8.06K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
483+ 18.63% |
$71.7K - $76.2K
|
3.08K
$596K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
482+ 22.04% |
$71.6K - $76.1K
|
2.67K
$518K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
476+ 1.17% |
$70.7K - $75.1K
|
41.2K
$8M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
476+ 1.17% |
$70.7K - $75.1K
|
41.2K
$8M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
473+ 7.83% |
$70.3K - $74.7K
|
6.51K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
461+ 13.14% |
$68.5K - $72.8K
|
3.97K
$770K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
459+ 30.36% |
$68.2K - $72.4K
|
1.97K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
457+ 2.08% |
$67.9K - $72.1K
|
22.4K
$4.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
452+ 0.11% |
$67.1K - $71.3K
|
405K
$78.5M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
451+ 20.27% |
$67K - $71.2K
|
2.68K
$519K
|